Caerus Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Hold |
2,449
| – | – | 1.16% | 17 |
|
|
2025
Q1 | $919K | Hold |
2,449
| – | – | 0.89% | 16 |
|
|
2024
Q4 | $1.03M | Hold |
2,449
| – | – | 0.97% | 17 |
|
|
2024
Q3 | $1.05M | Buy |
2,449
+24
| +1% | +$10.3K | 1% | 15 |
|
|
2024
Q2 | $1.08M | Sell |
2,425
-139
| -5% | -$62.1K | 1.06% | 16 |
|
|
2024
Q1 | $1.08M | Hold |
2,564
| – | – | 1.04% | 16 |
|
|
2023
Q4 | $964K | Sell |
2,564
-1,705
| -40% | -$641K | 0.92% | 16 |
|
|
2023
Q3 | $1.35M | Hold |
4,269
| – | – | 1.39% | 13 |
|
|
2023
Q2 | $1.45M | Hold |
4,269
| – | – | 1.65% | 14 |
|
|
2023
Q1 | $1.23M | Hold |
4,269
| – | – | 1.42% | 17 |
|
|
2022
Q4 | $1.02M | Buy |
4,269
+200
| +5% | +$48K | 1.55% | 12 |
|
|
2022
Q3 | $948K | Buy |
4,069
+1,073
| +36% | +$250K | 1.19% | 17 |
|
|
2022
Q2 | $769K | Buy |
2,996
+578
| +24% | +$148K | 0.93% | 19 |
|
|
2022
Q1 | $640K | Sell |
2,418
-1,559
| -39% | -$413K | 0.78% | 20 |
|
|
2021
Q4 | $1.34M | Buy |
+3,977
| New | +$1.34M | 1.45% | 15 |
|